Sawyer joined the team in November of 2024 and plays a vital role in our team, providing essential support to Brittany and John in managing the daily operations of the practice. Additionally, he assists our Practice Operations Coordinator to ensure smooth functioning across various tasks.
Key Responsibilities:
- Facilitate client check-in calls and assist with meeting preparations.
- Maintain the organization of the practice and contribute to the business plan, focusing on growth goals and marketing strategies.
- Oversee client communication expectations and ensure timely follow-up processes.
Sawyer is a finance major at the University of Kentucky, currently studying for his Certified Financial Planner (CFP) certification. He is passionate about personal finance and eager to learn how to help people make smart decisions with their money. Through his studies, he is focusing on everything from investments to retirement planning, with the goal of becoming a trusted financial advisor who can guide others toward achieving their financial goals.